Quest Financial Planning - Financial Health Check

Financial markets

Do you feel you have a through understanding of current market conditions and what they mean for you?

Yes No

Would you like to find out more about financial markets and investing?

Yes No

Did you know:

You can structure your debt to pay off your loans faster?

Yes No

by diversifying (spreading your money across a range of investments) you can reduce your investment risk?

Yes No

you can use the equity you have built up in your home to create wealth?

Yes No

there are range of smart strategies that could maximize your after-tax returns?

Yes No

Do you:

have multiple super funds?

Yes No

know the benefits of consolidating your super into one fund?

Yes No

know what your super is invested in?

Yes No

know you can purchase tax-effective insurance through super?

Yes No

Protecting your family and lifestyle

Would your family be able to maintain its lifestyle and pay off debts if you were to die or suffer a serious disability?

Yes No

Do you have money set aside for rainy day, or in case you or your partner is made redundant?

Yes No

If you were unable to work for three months or longer because of an accident or illness, could you meet your living expenses without a regular income?

Yes No

Planning ahead

If you're planning to retire in the next 10 years, which statement best describes you?
I am on my way but would still like to build more wealth
I am looking forward to retiring, I know I'll be able to afford an enjoyable lifestyle.

Do you know how much you'll need to have invested to enjoy the same lifestyle in retirement as you do now?

Yes No